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Executive Education

Graduate School of Bank Investments & Financial Management


Graduate School of Bank
        Investments & Financial Management

Date Offered: Spring 2010      Register-Now

 

The Moore School’s mission is to provide a hands-on educational experience and to deliver product knowledge, quantitative skills, and market experience in the dynamic fields of investment portfolio, asset/liability, and financial management.

Special Features

Participants will be introduced to the latest technology for analyzing specific investment products, interest rate risk models, and derivatives applications. The program also includes a tutorial on the use of Bloomberg. One session addresses how brokers use and abuse Bloomberg in their contact with investors. Other sessions emphasize practical applications and case studies including the interpretation and use of information.

Participants are asked to construct an investment portfolio given current economic conditions and investment alternatives, and to conduct case studies involving funding the balance sheet, liquidity planning, and mergers and acquisitions.                                 

Objectives

Classes start with the fundamentals of valuation and securities pricing. Classes then develop specific investment portfolio management expertise, comprehensive investment product knowledge, and an overview of asset and liability management. Other classes address balance sheet and financial management issues faced by community banks, including funding alternatives, pricing loans and deposits, and performance measurement.

Core classes emphasize comprehensive asset/liability and general risk management techniques. Students will operate a bank as part of a team in a competitive simulation (BANKdynamicsTM) that emphasizes ALM. Participants should gain a clear understanding of MBSs, the optionality in investments and funding, and interest rate risk analytics. Topics include liquidity management, capital management strategies, option valuation and OAS analysis, on- and off-balance sheet strategies, and timely insight into investment portfolio opportunities. Classes will examine the risk/return features of agency securities, CMOs, ABSs, trust-preferred stock, and municipal bonds in detail.

To Register

Register-Now  or call by phone at 1-800-393-2362 or 803-777-2231. 

Cancellations: All notification of withdrawals and substitutions must be confirmed in writing. Substitutions may be made at any time. Written notification of withdrawal or transfer must be received in the Daniel-Mickel Center for Executive Education office by May 3, 2009. All withdrawals made after May 3rd are subject to the loss of one-half the program fee. If a registered participant does not attend the program and has not withdrawn or made a submission, the full program fee will be assessed.

Location & Accommodations

The seminar will be conducted at the Daniel-Mickel Center for Executive Education, Moore School of Business, on the campus of the University of South Carolina.  Spring 2010 date to be announced.  Accommodations are not included. However, a list of hotels with discounted rates follows.